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Fund comparison · from official SEC filings

IWB vs MUEVX: how much do they overlap?

iShares Russell 1000 ETF and MFS Blended Research Core Equity Fund

Fund A

vs

Fund B

Holdings overlap

47%

of assets, by weight

Shared positions

108

of 1,009 / 112 holdings

IWB expense ratio

0.15%

net, per year

MUEVX expense ratio

0.30%

net, per year

Shared holdings

Company

IWB

MUEVX

N

NVDANVIDIA CORP

6.77%

8.77%

A

AAPLAPPLE INC

6.07%

7.38%

M

MSFTMICROSOFT CORP

4.55%

4.74%

A

AMZNAMAZON.COM INC

3.31%

4.21%

G

GOOGLALPHABET INC-CL A

2.77%

2.39%

M

METAMETA PLATFORMS INC-CLASS A

2.07%

2.68%

J

JNJJOHNSON & JOHNSON

0.98%

2.55%

A

AVGOBROADCOM INC

2.37%

2.40%

G

GOOGALPHABET INC-CL C

2.25%

1.98%

L

LRCXLAM RESEARCH CORP

0.44%

2.01%

V

VVISA INC-CLASS A SHARES

0.84%

1.82%

M

MAMASTERCARD INC - A

0.67%

1.79%

C

CCITIGROUP INC

0.33%

1.76%

T

TSLATESLA INC

1.74%

0.92%

M

MCKMCKESSON CORP

0.18%

1.71%

G

GEGENERAL ELECTRIC

0.49%

1.69%

E

EIXEDISON INTERNATIONAL

0.05%

1.62%

N

NTRSNORTHERN TRUST CORP

0.04%

1.60%

W

WABWABTEC CORP

0.07%

1.55%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.47%

0.57%

C

CLCOLGATE-PALMOLIVE CO

0.11%

1.34%

O

ORLYO'REILLY AUTOMOTIVE INC

0.13%

1.34%

M

MNSTMONSTER BEVERAGE CORP

0.08%

1.33%

J

JPMJPMORGAN CHASE & CO

1.33%

0.40%

F

FTITECHNIPFMC PLC

0.05%

1.32%

Only in IWB

W

WMTWALMART INC

0.90%

C

COSTCOSTCO WHOLESALE CORP

0.73%

B

BISXXBCF INSTITUTIONAL-SL AGNCY

0.66%

C

CVXCHEVRON CORP

0.64%

A

ABBVABBVIE INC

0.64%

P

PGPROCTER & GAMBLE CO/THE

0.56%

A

AMDADVANCED MICRO DEVICES

0.54%

B

BACBANK OF AMERICA CORP

0.53%

P

PLTRPALANTIR TECHNOLOGIES INC-A

0.53%

C

CSCOCISCO SYSTEMS INC

0.51%

M

MRKMERCK & CO. INC.

0.50%

K

KOCOCA-COLA CO/THE

0.49%

A

AMATAPPLIED MATERIALS INC

0.45%

R

RTXRTX CORP

0.43%

O

ORCLORACLE CORP

0.41%

U

UNHUNITEDHEALTH GROUP INC

0.41%

L

LINLINDE PLC

0.39%

I

IBMINTL BUSINESS MACHINES CORP

0.37%

M

MCDMCDONALD'S CORP

0.37%

V

VZVERIZON COMMUNICATIONS INC

0.35%

T

TAT&T INC

0.33%

I

INTCINTEL CORP

0.32%

A

AMGNAMGEN INC

0.31%

M

MSMORGAN STANLEY

0.31%

T

TMOTHERMO FISHER SCIENTIFIC INC

0.31%

Only in MUEVX

?

—MFS Institutional Money Market Portfolio

0.48%

E

EPRTESSENTIAL PROPERTIES REALTY

0.27%

S

STXSEAGATE TECHNOLOGY HOLDINGS

0.18%

P

PORPORTLAND GENERAL ELECTRIC CO

0.16%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.